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| Section | Objectives |
|---|---|
| Topic 1: Manage Dataverse and customer data | - Data management
|
| Topic 2: Implement security and governance | - Field and record security
|
| Topic 3: Configure automation and integrations | - Power Platform automation
|
| Topic 4: Configure Dynamics 365 Customer Experience applications | - Configure model-driven apps
|
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NEW QUESTION # 92
BDM3 is reviewing relationship analytics for several Northwind Traders opportunities.
You need to help BDM3 understand which internal and external contacts are considered contacts of interest for relationship analytics KPI calculations for the two opportunities shown in the following exhibit.
Use the drop-down menus to select the answer choice that completes each statement.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 93
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
The correct order of actions to create a sequence of tasks and assign them to lead records based on the same criteria as assignment rules is as follows:
* Create a sequence.
* Add tasks to the sequence.
* Connect the existing segment to the sequence.
* Activate the sequence.
* Create a Sequence:
* Start by creating a sequence in Dynamics 365 Sales. A sequence is a defined set of steps (tasks) that are applied to records in a systematic manner. It helps automate the task creation process based on predefined criteria.
Reference: Microsoft Documentation - Create and Manage Sequences
Add Tasks to the Sequence:
After creating the sequence, add the specific tasks that need to be automatically generated and assigned to the leads. These tasks can be calls, follow-ups, emails, etc., that need to be completed as part of the sales process.
Reference: Microsoft Documentation - Add Activities to a Sequence
Connect the Existing Segment to the Sequence:
Once the tasks are added, connect the sequence to the existing segment that filters the lead records based on assignment rules. This ensures that only leads within this specific segment are targeted by the sequence.
The segment is a subset of leads that meet certain criteria, and connecting it to the sequence allows for automated task assignment according to the segment ' s filtering rules.
Reference: Microsoft Documentation - Use Segments with Sequences
Activate the Sequence:
Finally, activate the sequence to begin the automated assignment of tasks to lead records that meet the segment criteria. Activation makes the sequence live, enabling the automated process to assign tasks to each lead as per the sequence setup.
Reference: Microsoft Documentation - Activate Sequences
By following these steps, the sales manager can ensure that tasks are automatically generated and assigned to leads according to the same criteria used by the assignment rules, streamlining task management for the sales team.
NEW QUESTION # 94
You are configuring offline mode for a model-driven app on a customer project.
You need to ensure that the customer is aware of the capabilities and limitations of offline mode.
Which two facts should you convey? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
[A] Supported type of views: Only system views and quick views are supported in mobile offline.
Personal views aren't supported.
[B] Qualify a lead: When a lead created in mobile offline is qualified and when the user goes online, the business process stage shows the qualified stage. The user has to manually select Next stage to move to the next stage.
Reference:
https://learn.microsoft.com/en-us/power-apps/mobile/offline-limitations
NEW QUESTION # 95
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?
Answer: A
Explanation:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
NEW QUESTION # 96
You need to ensure the active stage of the business process flow is visible in the view. Which two actions should you perform? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
* Adding Columns to the Active Onboard New Pet View (Option B):
* To display the current active stage of the " Onboard new pet " business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
* Creating and Adding a New " Onboarding Stage " Column (Option D):
* Creating a column such as " Onboarding stage " on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
* Other Options:
* Option A (Adding a page) refers to modifying the app ' s navigation, which doesn't directly impact the visibility of the business process flow stage.
* Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
References from Microsoft Documentation:
* For configuring views and columns in Dynamics 365, refer to Create and edit views.
NEW QUESTION # 97
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